EPISODE · Jan 9, 2024 · 58 MIN
NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
0:00 - Introduction1:02 - Crypto's impact on hardware pricing2:38 - Cloud vertical integration and power dynamics5:09 - Nvidia's competitive advantage8:01 - Broadcom's earnings from Google TPU orders11:29 - Vertical integration dynamics12:16 - ARM IPO and pricing19:25 - Capital cycles and AI investment22:30 - Chips Act and subsidies27:01 - AI "head fakes"30:10 - Geopolitics and supply chains35:10 - CHIPS Act allocation42:34 - Intel's government backing45:09 - Broadcom and VMware51:21 - Dylan's "secret sauce" research54:31 - Open source technology dynamics56:57 - Geopolitical winners and losers59:06 - OpenAI's suboptimal choices Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
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What this episode covers
In this episode, Dylan Patel of Semi Analysis joins Meltem and Ram to engage in an enlightening conversation about the semiconductor industry and the role of AI, Crypto, and the cloud. The experts discuss Nvidia's dominance, how Intel is losing customers due to limited product innovation and manufacturing hiccups, and how Softbank backed ARM could be a game-changer in the semiconductor industry, among other topics. They also delve into the potential impact of geopolitics, such as a hypothetical Chinese incursion into Taiwan, on the semi-industry. The conversation closes by touching on the open-source movement's influence in the semiconductor industry and the meteoric rise of CoreWeave and its future prospects. The speakers also explore the political and business implications of OpenAI using Google Cloud and the potential changes in the business models in the world of semis. This podcast is a must-listen for individuals interested in understanding the semiconductor industry's dynamics and its intersection with AI, Crypto, and the cloud.
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NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
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